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I am following this guide:

https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-template-remote/

 

I have a template in my dev environment that contains all the fields for the user to enter and sign.

When I use the guide above and send the template to the user, rather than the signing fields they are getting the document and need to add fields to the document.  How do I change this to be the actual document where they fill in the fields and sign, that is setup with the template?

 

Thank you!

@scott1234 

You’re creating the envelope from the template without binding your signer to the template’s role. Since no tabs get assigned, DocuSign falls back to free‑form signing and makes the signer place fields themselves.

To fix this, create the envelope with the template’s templateId and a templateRoles array. For each signer, set roleName to the exact role name from the template and include their name and email. Don’t send an empty tabs object that would overwrite the template’s tabs. Set status to sent. That applies the template’s fields so the recipient just fills and signs.

{
  "templateId": "YOUR_TEMPLATE_ID",
  "templateRoles": [
    {
      "roleName": "Signer1",
      "name": "Jane Smith",
      "email": "jane@example.com"
    }
  ],
  "status": "sent"
}

 


Thank you so much… I will test this out day!!!!